North Capital Private Securities Corporation

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Midvale, Utah
CRD number
154559
Registered since
January 24, 2011

Firm profile

FINTRX

Overview

North Capital Private Securities Corporation is listed as a corporation that registered with the SEC in 2011. FINTRX records the firm’s owner type as a combination of a domestic entity and individual and classifies the firm as "Unclassified" within the database. The profile notes several negative flags rather than active service lines: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. Those entries indicate limited or no reporting of traditional advisory functions in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Joseph Anderson

    Joseph Anderson

    Chief Compliance OfficerCRD 4644204

  • Daniel Watson

    Daniel Watson

    Chief Financial OfficerCRD 7729924

  • Richard Sandulli

    Richard Sandulli

    Co-ceoCRD 1555067

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Contacts

3 of 53
  • Andrew Evanich

    Andrew Evanich

    Assistant Vice PresidentCRD 6960449

  • Lindsey Collings

    Lindsey Collings

    Vice PresidentCRD 6593087

  • Tyler Farrelly

    Tyler Farrelly

    Investor Relations DirectorCRD 7613463

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Midvale, UT

Salt Lake

Location

Midvale, UT

Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
623 E Fort Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth